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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi,

First post - here goes,

I have a database where i add notes for appointments, what i would like is when i create a new appointment which is linked to a client, go to the notes section and add new notes for that appointment but to also have maybe a portal?? showing all notes from previous appointments (maybe even when you click on a portal row, the notes fields displays that record). many thanks in advance.

Eric.

Posted

He Eric and welcome to the forums.

Make a self join relationship where you put another table occurence of your appointments table, keying on the ClientID. Then you can create a portal that will use the new relationship and put on the related Notes field. This will display all the client's other appointment notes.

If you want a way to go to a particular note's appointment record. Create a button and use the Go to related record step.

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